Teams | Collaboration | Customer Service | Project Management

Project Management

The latest News and Information on Project Management, Methodologies, Productivity and Tools.

Manage Recurring Work with Retainers in Scoro

In this video, we'll show you how to plan, track, and invoice retainer projects in Scoro. Retainers are long-term partnerships where a client pays a fixed sum for a set number of hours or deliverables each period. While you enjoy a predictable revenue stream and workload, your client secures a strategic partner to help them achieve long-term goals. To set up a retainer in Scoro, simply toggle the switch to retainer when creating a new project.

12 Must-Have Features of PSA Software

In today’s fast-paced business world, finding the right tool to streamline your organization’s processes is crucial. Whether you’re a seasoned project manager or a curious entrepreneur, we’ve got you covered. In this blog, we’ll explore 12 must-have features to look for in a PSA software. From service request management, to invoicing, and capacity planning, we’ll guide you towards making informed decisions.

Building the Leadership Roadmap

Leadership is not just about managing people, but about inspiring and guiding them towards achieving great results. As a leader, it is important to have a clear vision of where you want to go and how you plan to get there. Developing a leadership roadmap can help you achieve your goals and lead your team to success. In this blog post, we will explore the steps to developing a leadership roadmap that will help you become a more effective leader and achieve your goals.

Track Metrics That Matter with Real-Time Reports

Reports library is the quickest way to find the essential metrics you can monitor to optimize your business performance. In this video you'll discover expert-built templates for productivity, utilization, revenue, cost, profitability, and sales reports. Watch this video to explore the valuable insights each category holds!

Automate Workflows with Triggers and Actions

Looking to supercharge your productivity in Scoro? Check out our comprehensive video on triggers and actions in Scoro. With the help of triggers and actions, you can easily automate parts of your workflows and set up custom notifications to stay on top of your daily tasks. You can create different rules with the simple logic of "When this happens and these conditions apply, then do that". It helps you to automate repetitive tasks and save time. This in turn increases your own efficiency as you can focus on the important tasks while automations take care of the mundane ones.

Set up Products and Services in Scoro

In this video guide, we'll walk you through the process of adding services, predefining cost and selling rates, and achieving consistency across your team. By predefining your service offer in Scoro, you'll save time on double-data entry when creating financial documents and gain valuable insights through insightful reporting on your services. Ensure profitability and maintain a standardized approach to pricing with ease.

Harnessing the power of data for a stronger workplace: How to create a data-driven culture

Welcome to the era of data! If you’ve been paying any attention to the business world these days, you’ve likely noticed that data is having quite the moment. And it’s not just a fleeting trend, either. With businesses growing increasingly complex and competitive, making decisions on a whim or a hunch no longer cuts it. Enter the era of data-driven work culture.

Time Tracking in Basecamp: Exploring Use Cases for Greater Efficiency

Good time management is crucial for successful project completion. With the right tools and strategies, teams can optimize their workflow and ensure that every minute counts. Basecamp, a popular project management platform, offers a powerful time tracking feature that enables users to track and manage their time effectively. In this article, we will explore the use cases of time tracking in Basecamp and how it can enhance efficiency in project management.